Tri-Continental Corporation(TY)

$35.60—

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Tri-Continental Corporation(TY)

NYSE

$35.60—

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TY(TY)

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 226 Institutional Holders

Holder	Shares	Date	Change	% Held
Saba Capital Management, L.P.	689.73K	Jun 30, 26	-45.37K	1.30%
LAZARD ASSET MANAGEMENT LLC	671.05K	Jun 30, 26	+156.51K	1.26%
MORGAN STANLEY	543.36K	Jun 30, 26	-10.44K	1.02%
Allspring Global Investments Holdings, LLC	445.61K	Jun 30, 26	+79.60K	0.84%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	429.90K	Jun 30, 26	-141	0.81%
RAYMOND JAMES FINANCIAL INC	249.34K	Jun 30, 26	-11.65K	0.47%
UBS Group AG	226.34K	Jun 30, 26	+13.06K	0.43%
Colony Group, LLC	187.43K	Jun 30, 26	-11.30K	0.35%
UMB Bank, n.a.	163.81K	Jun 30, 26	-13.98K	0.31%
Uncommon Cents Investing LLC	159.03K	Jun 30, 26	-645	0.30%
Hennion & Walsh Asset Management, Inc.	156.55K	Jun 30, 26	+11.78K	0.29%
Cornerstone Advisory, LLC	155.21K	Jun 30, 26	+3.64K	0.29%
WELLS FARGO & COMPANY/MN	147.47K	Jun 30, 26	-18.62K	0.28%
ADVISOR GROUP HOLDINGS, INC.	127.90K	Jun 30, 26	+4.83K	0.24%
Mariner, LLC	111.68K	Jun 30, 26	+15.09K	0.21%
STIFEL FINANCIAL CORP	103.54K	Jun 30, 26	-108	0.19%
LPL Financial LLC	91.76K	Jun 30, 26	+13.07K	0.17%
1620 INVESTMENT ADVISORS, INC.	90.36K	Jun 30, 26	-2.29K	0.17%
Altium Capital Management LP	86.46K	Jun 30, 26	+7.54K	0.16%
FIRST TRUST ADVISORS LP	83.69K	Jun 30, 26	-898	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	80.68K	Jun 30, 26	-1.95K	0.15%
Capstone Financial Advisors, Inc.	75.51K	Jun 30, 26	--	0.14%
EP Wealth Advisors, LLC	75.06K	Jun 30, 26	-11.21K	0.14%
Platform Technology Partners	68.03K	Jun 30, 26	+1.04K	0.13%
D.A. DAVIDSON & CO.	66.67K	Jun 30, 26	-6.44K	0.13%
Stolper Co	65.32K	Jun 30, 26	+46.87K	0.12%
RB Capital Management, LLC	61.08K	Jun 30, 26	+102	0.11%
EVOLVE PRIVATE WEALTH, LLC	57.42K	Jun 30, 26	-4.21K	0.11%
Pathstone Holdings, LLC	55.94K	Jun 30, 26	+17.28K	0.11%
Concurrent Investment Advisors, LLC	51.92K	Jun 30, 26	+2.58K	0.10%
ROYAL BANK OF CANADA	50.97K	Jun 30, 26	-7.28K	0.10%
BANK OF AMERICA CORP /DE/	47.55K	Jun 30, 26	+672	0.09%
Cambridge Investment Research Advisors, Inc.	43.99K	Jun 30, 26	-4.36K	0.08%
Allworth Financial LP	41.19K	Jun 30, 26	--	0.08%
Beckerman Institutional, LLC	40.04K	Jun 30, 26	+42	0.08%
Steward Partners Investment Advisory, LLC	38.96K	Jun 30, 26	+865	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	32.68K	Jun 30, 26	-22.58K	0.06%
WHITENER CAPITAL MANAGEMENT, INC.	31.39K	Jun 30, 26	-2.44K	0.06%
ALBION FINANCIAL GROUP /UT	29.95K	Jun 30, 26	-550	0.06%
THRIVENT FINANCIAL FOR LUTHERANS	29.89K	Jun 30, 26	+3.98K	0.06%
HighTower Advisors, LLC	29.66K	Jun 30, 26	+598	0.06%
MGO ONE SEVEN LLC	29.43K	Jun 30, 26	+14.10K	0.06%
Altus Wealth Group LLC	29.31K	Jun 30, 26	-300	0.06%
Creative Planning	26.38K	Jun 30, 26	+435	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	25.60K	Jun 30, 26	+954	0.05%
Advisors Asset Management, Inc.	24.61K	Jun 30, 26	+11	0.05%
Baltimore-Washington Financial Advisors, Inc.	24.42K	Jun 30, 26	--	0.05%
Atlas Wealth LLC	22.78K	Jun 30, 26	+22.78K	0.04%
WESTBOURNE INVESTMENTS, INC.	20.46K	Jun 30, 26	+20.46K	0.04%
KIRR MARBACH & CO LLC /IN/	19.88K	Jun 30, 26	--	0.04%
Cetera Investment Advisers	18.86K	Jun 30, 26	-3.75K	0.04%
Foundations Investment Advisors, LLC	18.13K	Jun 30, 26	+300	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	18.11K	Jun 30, 26	-4.71K	0.03%
Heritage Wealth Advisors	17.85K	Jun 30, 26	+17.85K	0.03%
Cerity Partners LLC	17.81K	Jun 30, 26	-536	0.03%
GUGGENHEIM CAPITAL LLC	17.70K	Jun 30, 26	-3.39K	0.03%
JOHNSON INVESTMENT COUNSEL INC	16.59K	Jun 30, 26	-333	0.03%
First PREMIER Bank	16.57K	Jun 30, 26	--	0.03%
Tower Wealth Partners, Inc.	15.97K	Jun 30, 26	+369	0.03%
JPMORGAN CHASE & CO	15.91K	Jun 30, 26	+299	0.03%
Rockefeller Capital Management L.P.	15.55K	Jun 30, 26	+22	0.03%
Successful Portfolios LLC	15.39K	Jun 30, 26	+184	0.03%
GatePass Capital, LLC	14.76K	Jun 30, 26	--	0.03%
Waverly Advisors, LLC	14.15K	Jun 30, 26	+1.22K	0.03%
XTX Topco Ltd	13.69K	Jun 30, 26	+1.33K	0.03%
Financial Plan, Inc.	13.09K	Jun 30, 26	+2.08K	0.02%
CITADEL ADVISORS LLC	12.75K	Jun 30, 26	-2.92K	0.02%
MSH Capital Advisors LLC	12.72K	Jun 30, 26	--	0.02%
Savvy Advisors, Inc.	12.66K	Jun 30, 26	+1.07K	0.02%
TWIN FOCUS CAPITAL PARTNERS, LLC	12.61K	Jun 30, 26	--	0.02%
Joel Isaacson & Co., LLC	12.47K	Jun 30, 26	+600	0.02%
CORA CAPITAL ADVISORS LLC	12.16K	Jun 30, 26	+184	0.02%
CI Private Wealth, LLC	11.80K	Jun 30, 26	+38	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	11.31K	Jun 30, 26	+59	0.02%
FIRST FINANCIAL BANKSHARES INC	11.27K	Jun 30, 26	-1.45K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	11.07K	Jun 30, 26	+11.07K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	11.01K	Jun 30, 26	--	0.02%
SEI INVESTMENTS CO	10.85K	Jun 30, 26	-488	0.02%
NorthRock Partners, LLC	10.45K	Jun 30, 26	--	0.02%
UHLMANN PRICE SECURITIES, LLC	10.43K	Jun 30, 26	+5.03K	0.02%
American Institute for Advanced Investment Management, LLP	10.33K	Jun 30, 26	+156	0.02%
NORTHERN TRUST CORP	10.28K	Jun 30, 26	+455	0.02%
Koshinski Asset Management, Inc.	10.20K	Jun 30, 26	--	0.02%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	10.14K	Jun 30, 26	+8	0.02%
OPPENHEIMER & CO INC	10.05K	Jun 30, 26	+41	0.02%
Engineers Gate Manager LP	9.88K	Jun 30, 26	+9.88K	0.02%
MERIDIAN INVESTMENT COUNSEL INC.	9.76K	Jun 30, 26	--	0.02%
Integrated Wealth Concepts LLC	9.65K	Jun 30, 26	-290	0.02%
Savant Capital, LLC	9.32K	Jun 30, 26	+9.32K	0.02%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	9.27K	Jun 30, 26	--	0.02%
R2 Capital Strategies, LLC	9.07K	Jun 30, 26	+9.07K	0.02%
AQR CAPITAL MANAGEMENT LLC	8.67K	Jun 30, 26	--	0.02%
Quantinno Capital Management LP	8.62K	Jun 30, 26	+671	0.02%
Private Advisor Group, LLC	8.39K	Jun 30, 26	-2.73K	0.02%
TANDEM CAPITAL MANAGEMENT CORP /ADV	8.30K	Jun 30, 26	--	0.02%
Unify Financial Advisors	8.04K	Jun 30, 26	-85	0.02%
AMERIPRISE FINANCIAL INC	7.97K	Jun 30, 26	-50	0.01%
Kestra Advisory Services, LLC	7.77K	Jun 30, 26	-11.26K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	7.44K	Jun 30, 26	-92	0.01%
Independent Family Office, LLC	6.99K	Jun 30, 26	--	0.01%
Baird Financial Group, Inc.	6.63K	Jun 30, 26	+81	0.01%
Mezzasalma Advisors, LLC	6.44K	Jun 30, 26	+6.44K	0.01%
BNP PARIBAS ARBITRAGE, SNC	6.40K	Jun 30, 26	+3.11K	0.01%
PRENTISS SMITH & CO INC	6.40K	Jun 30, 26	-626	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	6.34K	Jun 30, 26	-264	0.01%
Main Street Financial Solutions, LLC	6.29K	Jun 30, 26	+6.29K	0.01%
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	6.27K	Jun 30, 26	+6.27K	0.01%
Choate Investment Advisors	6.02K	Jun 30, 26	+6.02K	0.01%
PINNACLE ASSOCIATES LTD	6.00K	Jun 30, 26	+6.00K	0.01%
Mascagni Wealth Management, Inc.	5.99K	Jun 30, 26	+5.99K	0.01%
BRADLEY FOSTER & SARGENT INC/CT	5.96K	Jun 30, 26	+5.96K	0.01%
US BANCORP \DE\	5.84K	Jun 30, 26	+853	0.01%
Quent Capital, LLC	5.49K	Jun 30, 26	+83	0.01%
BESSEMER GROUP INC	5.07K	Jun 30, 26	+76	0.01%
First Command Advisory Services, Inc.	4.77K	Jun 30, 26	+72	0.01%
Institute for Wealth Management, LLC.	4.54K	Jun 30, 26	+4.54K	0.01%
Crews Bank & Trust	4.43K	Jun 30, 26	--	0.01%
Ancora Advisors, LLC	3.90K	Jun 30, 26	-2.00K	0.01%
CITIGROUP INC	3.29K	Jun 30, 26	+50	0.01%
CENTRAL TRUST Co	3.10K	Jun 30, 26	--	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.09K	Jun 30, 26	+44	0.01%
BROWN BROTHERS HARRIMAN & CO	3.06K	Jun 30, 26	--	0.01%
GHP Investment Advisors, Inc.	2.77K	Jun 30, 26	--	0.01%
ATWOOD & PALMER INC	2.73K	Jun 30, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	2.64K	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	2.50K	Jun 30, 26	--	0.00%
BAYBAN	2.31K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	2.23K	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	2.04K	Jun 30, 26	-1.20K	0.00%
Advocate Investing Services LLC	1.67K	Jun 30, 26	+24	0.00%
BlackRock, Inc.	1.56K	Jun 30, 26	+1.56K	0.00%
NBT BANK N A /NY	1.48K	Jun 30, 26	--	0.00%
Fourth Dimension Wealth, LLC	1.45K	Jun 30, 26	+1.45K	0.00%
Costello Asset Management, INC	1.38K	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	1.31K	Jun 30, 26	--	0.00%
HM PAYSON & CO	1.20K	Jun 30, 26	+18	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.17K	Jun 30, 26	+14	0.00%
United Financial Planning Group LLC	1.04K	Jun 30, 26	+1.04K	0.00%
BRYN MAWR TRUST Co	992	Jun 30, 26	--	0.00%
Asset Dedication, LLC	941	Jun 30, 26	+277	0.00%
Hanson & Doremus Investment Management	929	Jun 30, 26	--	0.00%
Commonwealth Retirement Investments LLC	900	Jun 30, 26	+900	0.00%
CX Institutional	616	Jun 30, 26	+14	0.00%
CVA Family Office, LLC	464	Jun 30, 26	--	0.00%
Hilltop National Bank	370	Jun 30, 26	--	0.00%
SHP Wealth Management	331	Jun 30, 26	+110	0.00%
Buck Wealth Strategies, LLC	297	Jun 30, 26	+297	0.00%
ASSETMARK, INC	232	Jun 30, 26	-1.41K	0.00%
SJS Investment Consulting Inc.	231	Jun 30, 26	--	0.00%
First Pacific Financial	218	Jun 30, 26	-12	0.00%
Thomas J. Herzfeld Advisors, Inc.	200	Jun 30, 26	+5	0.00%
IFP Advisors, Inc	180	Jun 30, 26	--	0.00%
Stone House Investment Management, LLC	151	Jun 30, 26	+4	0.00%
NewEdge Advisors, LLC	139	Jun 30, 26	+1	0.00%
Strategic Investment Solutions, Inc. /IL	134	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	25	Jun 30, 26	--	0.00%
Quadrant Private Wealth Management, LLC	--	Jun 30, 26	-38.41K	--
Western Wealth Management, LLC	--	Jun 30, 26	-93	--
Sound Income Strategies, LLC	--	Jun 30, 26	-145	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-368	--
DELTA CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-13.34K	--
North Star Investment Management Corp.	--	Jun 30, 26	-2.99K	--
Advisory Services Network, LLC	--	Jun 30, 26	-612	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-8.90K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-7.44K	--
MAI Capital Management	--	Jun 30, 26	-4.99K	--
Shaker Financial Services, LLC	--	Jun 30, 26	-93.66K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Jun 30, 26	-28.68K	--
Quantedge Capital Pte Ltd	--	Jun 30, 26	-6.35K	--
CWM, LLC	6.42K	Mar 31, 26	+3	0.01%
BROWN, LISLE/CUMMINGS, INC.	4.20K	Mar 31, 26	--	0.01%
McIlrath & Eck, LLC	2.29K	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	1.47K	Mar 31, 26	-535	0.00%
CIBC Private Wealth Group, LLC	3.88K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-819	--
COMERICA BANK	--	Dec 31, 25	-1.36K	--
Bard Financial Services, Inc.	444.96K	Sep 30, 25	-25.84K	0.84%
Priebe Wealth Holdings LLC	7.58K	Jun 30, 25	-1.55K	0.01%
Transform Wealth, LLC	18.44K	Mar 31, 25	--	0.03%
Sheaff Brock Investment Advisors, LLC	12.19K	Mar 31, 25	-20	0.02%
HTLF Bank	217.70K	Dec 31, 24	-6.00K	0.41%
RAYMOND JAMES & ASSOCIATES	206.44K	Sep 30, 24	-89.97K	0.39%
Raymond James Financial Services Advisors, Inc.	138.78K	Sep 30, 24	-80.27K	0.26%
9258 Wealth Management, LLC	6.73K	Sep 30, 24	-284	0.01%
Carmichael Hill & Associates, Inc.	4.96K	Sep 30, 24	--	0.01%
RAYMOND JAMES TRUST N.A.	--	Sep 30, 24	-9.33K	--
Relative Value Partners Group, LLC	--	Jun 30, 24	-236.14K	--
Cetera Advisors LLC	16.87K	Mar 31, 24	+8.65K	0.03%
Retirement Group, LLC	83	Mar 31, 24	--	0.00%
DUBUQUE BANK & TRUST CO	249.72K	Sep 30, 23	-9.04K	0.47%
PATHSTONE FAMILY OFFICE, LLC	11.29K	Sep 30, 23	--	0.02%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	9.62K	Sep 30, 23	--	0.02%
TIAA, FSB	22.77K	Jun 30, 23	--	0.04%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-125	--
GOFEN & GLOSSBERG LLC /IL/	8.83K	Dec 31, 22	--	0.02%
Laurel Wealth Advisors, Inc.	--	Dec 31, 22	-9.18K	--
FourThought Financial, LLC	9.64K	Sep 30, 22	-1.18K	0.02%
American Portfolios Advisors	300	Sep 30, 22	+2	0.00%
STRATEGIC CAPITAL ADVISERS, INC.	22.64K	Jun 30, 22	+98	0.04%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	537.67K	Mar 31, 22	-59.64K	1.01%
Barrett Asset Management, LLC	5.06K	Mar 31, 22	-1.00K	0.01%
NEXT Financial Group, Inc	1.73K	Dec 31, 21	-1.45K	0.00%
CORNERSTONE ADVISORS INC	--	Dec 31, 21	--	--
Winslow, Evans & Crocker, Inc.	4.39K	Dec 31, 20	+50	0.01%
Cornerstone Advisors, Inc.	823	Sep 30, 20	--	0.00%
Advisor Group, Inc.	14.93K	Dec 31, 19	+3.44K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	13.11K	Dec 31, 19	+661	0.02%
Guidant Wealth Advisors	2.60K	Sep 30, 19	+7	0.00%
TRUST DEPARTMENT MB FINANCIAL BANK N A	40	Mar 31, 19	+40	0.00%
Signature Financial Management, Inc.	86.11K	Dec 31, 18	--	0.16%
Vantage Investment Advisors, LLC	129	Sep 30, 18	--	0.00%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-17.56K	--
Commonwealth Equity Services, Inc	63.41K	Jun 30, 17	+3.49K	0.12%
BlackRock Investment Management, LLC	1.00K	Dec 31, 16	+1.00K	0.00%
MSI Financial Services Inc	560	Dec 31, 16	-1	0.00%
Gupta Wealth Management LLC	276	Mar 31, 16	+276	0.00%
SOUTH GEORGIA CAPITAL, LLC	200	Sep 30, 15	--	0.00%
Relative Value Partners, LLC	1.95M	Mar 31, 15	+26.64K	3.66%
STANCORP INVESTMENT ADVISERS INC	4.70K	Mar 31, 15	+4.70K	0.01%
Mariner Wealth Advisors-NYC, LLC	570	Mar 31, 15	+570	0.00%
NEW ENGLAND SECURITIES CORP /MA/	10	Dec 31, 14	--	0.00%
UBS AG	57.67K	Sep 30, 14	+6.34K	0.11%
COMMUNITY BANK SYSTEM, INC.	8.00K	Sep 30, 14	--	0.02%
1919 Investment Counsel, LLC	--	Sep 30, 14	-837	--
RBC Dominion Securities Inc.	12.06K	Dec 31, 08	+12.06K	0.02%
RBC Capital Markets, LLC	1.00K	Mar 31, 01	+1.00K	0.00%

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Holder

Date

Change

% Held

Saba Capital Management, L.P.

689.73K

Jun 30, 26

-45.37K

1.30%

LAZARD ASSET MANAGEMENT LLC

671.05K

Jun 30, 26

+156.51K

1.26%

MORGAN STANLEY

543.36K

Jun 30, 26

-10.44K

1.02%

Allspring Global Investments Holdings, LLC

445.61K

Jun 30, 26

+79.60K

0.84%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

429.90K

Jun 30, 26

-141

0.81%

RAYMOND JAMES FINANCIAL INC

249.34K

Jun 30, 26

-11.65K

0.47%

UBS Group AG

226.34K

Jun 30, 26

+13.06K

0.43%

Colony Group, LLC

187.43K

Jun 30, 26

-11.30K

0.35%

UMB Bank, n.a.

163.81K

Jun 30, 26

-13.98K

0.31%

Uncommon Cents Investing LLC

159.03K

Jun 30, 26

-645

0.30%

Hennion & Walsh Asset Management, Inc.

156.55K

Jun 30, 26

+11.78K

0.29%

Cornerstone Advisory, LLC

155.21K

Jun 30, 26

+3.64K

0.29%

WELLS FARGO & COMPANY/MN

147.47K

Jun 30, 26

-18.62K

0.28%

ADVISOR GROUP HOLDINGS, INC.

127.90K

Jun 30, 26

+4.83K

0.24%

Mariner, LLC

111.68K

Jun 30, 26

+15.09K

0.21%

STIFEL FINANCIAL CORP

103.54K

Jun 30, 26

-108

0.19%

LPL Financial LLC

91.76K

Jun 30, 26

+13.07K

0.17%

1620 INVESTMENT ADVISORS, INC.

90.36K

Jun 30, 26

-2.29K

0.17%

Altium Capital Management LP

86.46K

Jun 30, 26

+7.54K

0.16%

FIRST TRUST ADVISORS LP

83.69K

Jun 30, 26

-898

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

80.68K

Jun 30, 26

-1.95K

0.15%

Capstone Financial Advisors, Inc.

75.51K

Jun 30, 26

0.14%

EP Wealth Advisors, LLC

75.06K

Jun 30, 26

-11.21K

0.14%

Platform Technology Partners

68.03K

Jun 30, 26

+1.04K

0.13%

D.A. DAVIDSON & CO.

66.67K

Jun 30, 26

-6.44K

0.13%

Stolper Co

65.32K

Jun 30, 26

+46.87K

0.12%

RB Capital Management, LLC

61.08K

Jun 30, 26

+102

0.11%

EVOLVE PRIVATE WEALTH, LLC

57.42K

Jun 30, 26

-4.21K

0.11%

Pathstone Holdings, LLC

55.94K

Jun 30, 26

+17.28K

0.11%

Concurrent Investment Advisors, LLC

51.92K

Jun 30, 26

+2.58K

0.10%

ROYAL BANK OF CANADA

50.97K

Jun 30, 26

-7.28K

0.10%

BANK OF AMERICA CORP /DE/

47.55K

Jun 30, 26

+672

0.09%

Cambridge Investment Research Advisors, Inc.

43.99K

Jun 30, 26

-4.36K

0.08%

Allworth Financial LP

41.19K

Jun 30, 26

0.08%

Beckerman Institutional, LLC

40.04K

Jun 30, 26

+42

0.08%

Steward Partners Investment Advisory, LLC

38.96K

Jun 30, 26

+865

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

32.68K

Jun 30, 26

-22.58K

0.06%

WHITENER CAPITAL MANAGEMENT, INC.

31.39K

Jun 30, 26

-2.44K

0.06%

ALBION FINANCIAL GROUP /UT

29.95K

Jun 30, 26

-550

0.06%

THRIVENT FINANCIAL FOR LUTHERANS

29.89K

Jun 30, 26

+3.98K

0.06%

HighTower Advisors, LLC

29.66K

Jun 30, 26

+598

0.06%

MGO ONE SEVEN LLC

29.43K

Jun 30, 26

+14.10K

0.06%

Altus Wealth Group LLC

29.31K

Jun 30, 26

-300

0.06%

Creative Planning

26.38K

Jun 30, 26

+435

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

25.60K

Jun 30, 26

+954

0.05%

Advisors Asset Management, Inc.

24.61K

Jun 30, 26

+11

0.05%

Baltimore-Washington Financial Advisors, Inc.

24.42K

Jun 30, 26

0.05%

Atlas Wealth LLC

22.78K

Jun 30, 26

+22.78K

0.04%

WESTBOURNE INVESTMENTS, INC.

20.46K

Jun 30, 26

+20.46K

0.04%

KIRR MARBACH & CO LLC /IN/

19.88K

Jun 30, 26

0.04%

Cetera Investment Advisers

18.86K

Jun 30, 26

-3.75K

0.04%

Foundations Investment Advisors, LLC

18.13K

Jun 30, 26

+300

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

18.11K

Jun 30, 26

-4.71K

0.03%

Heritage Wealth Advisors

17.85K

Jun 30, 26

+17.85K

0.03%

Cerity Partners LLC

17.81K

Jun 30, 26

-536

0.03%

GUGGENHEIM CAPITAL LLC

17.70K

Jun 30, 26

-3.39K

0.03%

JOHNSON INVESTMENT COUNSEL INC

16.59K

Jun 30, 26

-333

0.03%

First PREMIER Bank

16.57K

Jun 30, 26

0.03%

Tower Wealth Partners, Inc.

15.97K

Jun 30, 26

+369

0.03%

JPMORGAN CHASE & CO

15.91K

Jun 30, 26

+299

0.03%

Rockefeller Capital Management L.P.

15.55K

Jun 30, 26

+22

0.03%

Successful Portfolios LLC

15.39K

Jun 30, 26

+184

0.03%

GatePass Capital, LLC

14.76K

Jun 30, 26

0.03%

Waverly Advisors, LLC

14.15K

Jun 30, 26

+1.22K

0.03%

XTX Topco Ltd

13.69K

Jun 30, 26

+1.33K

0.03%

Financial Plan, Inc.

13.09K

Jun 30, 26

+2.08K

0.02%

CITADEL ADVISORS LLC

12.75K

Jun 30, 26

-2.92K

0.02%

MSH Capital Advisors LLC

12.72K

Jun 30, 26

0.02%

Savvy Advisors, Inc.

12.66K

Jun 30, 26

+1.07K

0.02%

TWIN FOCUS CAPITAL PARTNERS, LLC

12.61K

Jun 30, 26

0.02%

Joel Isaacson & Co., LLC

12.47K

Jun 30, 26

+600

0.02%

CORA CAPITAL ADVISORS LLC

12.16K

Jun 30, 26

+184

0.02%

CI Private Wealth, LLC

11.80K

Jun 30, 26

+38

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

11.31K

Jun 30, 26

+59

0.02%

FIRST FINANCIAL BANKSHARES INC

11.27K

Jun 30, 26

-1.45K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

11.07K

Jun 30, 26

+11.07K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

11.01K

Jun 30, 26

0.02%

SEI INVESTMENTS CO

10.85K

Jun 30, 26

-488

0.02%

NorthRock Partners, LLC

10.45K

Jun 30, 26

0.02%

UHLMANN PRICE SECURITIES, LLC

10.43K

Jun 30, 26

+5.03K

0.02%

American Institute for Advanced Investment Management, LLP

10.33K

Jun 30, 26

+156

0.02%

NORTHERN TRUST CORP

10.28K

Jun 30, 26

+455

0.02%

Koshinski Asset Management, Inc.

10.20K

Jun 30, 26

0.02%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

10.14K

Jun 30, 26

0.02%

OPPENHEIMER & CO INC

10.05K

Jun 30, 26

+41

0.02%

Engineers Gate Manager LP

9.88K

Jun 30, 26

+9.88K

0.02%

MERIDIAN INVESTMENT COUNSEL INC.

9.76K

Jun 30, 26

0.02%

Integrated Wealth Concepts LLC

9.65K

Jun 30, 26

-290

0.02%

Savant Capital, LLC

9.32K

Jun 30, 26

+9.32K

0.02%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

9.27K

Jun 30, 26

0.02%

R2 Capital Strategies, LLC

9.07K

Jun 30, 26

+9.07K

0.02%

AQR CAPITAL MANAGEMENT LLC

8.67K

Jun 30, 26

0.02%

Quantinno Capital Management LP

8.62K

Jun 30, 26

+671

0.02%

Private Advisor Group, LLC

8.39K

Jun 30, 26

-2.73K

0.02%

TANDEM CAPITAL MANAGEMENT CORP /ADV

8.30K

Jun 30, 26

0.02%

Unify Financial Advisors

8.04K

Jun 30, 26

-85

0.02%

AMERIPRISE FINANCIAL INC

7.97K

Jun 30, 26

-50

0.01%

Kestra Advisory Services, LLC

7.77K

Jun 30, 26

-11.26K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

7.44K

Jun 30, 26

-92

0.01%

Independent Family Office, LLC

6.99K

Jun 30, 26

0.01%

Baird Financial Group, Inc.

6.63K

Jun 30, 26

+81

0.01%

Mezzasalma Advisors, LLC

6.44K

Jun 30, 26

+6.44K

0.01%

BNP PARIBAS ARBITRAGE, SNC

6.40K

Jun 30, 26

+3.11K

0.01%

PRENTISS SMITH & CO INC

6.40K

Jun 30, 26

-626

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

6.34K

Jun 30, 26

-264

0.01%

Main Street Financial Solutions, LLC

6.29K

Jun 30, 26

+6.29K

0.01%

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

6.27K

Jun 30, 26

+6.27K

0.01%

Choate Investment Advisors

6.02K

Jun 30, 26

+6.02K

0.01%

PINNACLE ASSOCIATES LTD

6.00K

Jun 30, 26

+6.00K

0.01%

Mascagni Wealth Management, Inc.

5.99K

Jun 30, 26

+5.99K

0.01%

BRADLEY FOSTER & SARGENT INC/CT

5.96K

Jun 30, 26

+5.96K

0.01%

US BANCORP \DE\

5.84K

Jun 30, 26

+853

0.01%

Quent Capital, LLC

5.49K

Jun 30, 26

+83

0.01%

BESSEMER GROUP INC

5.07K

Jun 30, 26

+76

0.01%

First Command Advisory Services, Inc.

4.77K

Jun 30, 26

+72

0.01%

Institute for Wealth Management, LLC.

4.54K

Jun 30, 26

+4.54K

0.01%

Crews Bank & Trust

4.43K

Jun 30, 26

0.01%

Ancora Advisors, LLC

3.90K

Jun 30, 26

-2.00K

0.01%

CITIGROUP INC

3.29K

Jun 30, 26

+50

0.01%

CENTRAL TRUST Co

3.10K

Jun 30, 26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.09K

Jun 30, 26

+44

0.01%

BROWN BROTHERS HARRIMAN & CO

3.06K

Jun 30, 26

0.01%

GHP Investment Advisors, Inc.

2.77K

Jun 30, 26

0.01%

ATWOOD & PALMER INC

2.73K

Jun 30, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

2.64K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

2.50K

Jun 30, 26

0.00%

BAYBAN

2.31K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

2.23K

Jun 30, 26

0.00%

Parallel Advisors, LLC

2.04K

Jun 30, 26

-1.20K

0.00%

Advocate Investing Services LLC

1.67K

Jun 30, 26

+24

0.00%

BlackRock, Inc.

1.56K

Jun 30, 26

+1.56K

0.00%

NBT BANK N A /NY

1.48K

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

1.45K

Jun 30, 26

+1.45K

0.00%

Costello Asset Management, INC

1.38K

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

1.31K

Jun 30, 26

0.00%

HM PAYSON & CO

1.20K

Jun 30, 26

+18

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.17K

Jun 30, 26

+14

0.00%

United Financial Planning Group LLC

1.04K

Jun 30, 26

+1.04K

0.00%

BRYN MAWR TRUST Co

992

Jun 30, 26

0.00%

Asset Dedication, LLC

941

Jun 30, 26

+277

0.00%

Hanson & Doremus Investment Management

929

Jun 30, 26

0.00%

Commonwealth Retirement Investments LLC

900

Jun 30, 26

+900

0.00%

CX Institutional

616

Jun 30, 26

+14

0.00%

CVA Family Office, LLC

464

Jun 30, 26

0.00%

Hilltop National Bank

370

Jun 30, 26

0.00%

SHP Wealth Management

331

Jun 30, 26

+110

0.00%

Buck Wealth Strategies, LLC

297

Jun 30, 26

+297

0.00%

ASSETMARK, INC

232

Jun 30, 26

-1.41K

0.00%

SJS Investment Consulting Inc.

231

Jun 30, 26

0.00%

First Pacific Financial

218

Jun 30, 26

-12

0.00%

Thomas J. Herzfeld Advisors, Inc.

200

Jun 30, 26

0.00%

IFP Advisors, Inc

180

Jun 30, 26

0.00%

Stone House Investment Management, LLC

151

Jun 30, 26

0.00%

NewEdge Advisors, LLC

139

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

134

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

Jun 30, 26

0.00%

Quadrant Private Wealth Management, LLC

Jun 30, 26

-38.41K

Western Wealth Management, LLC

Jun 30, 26

-93

Sound Income Strategies, LLC

Jun 30, 26

-145

Ronald Blue Trust, Inc.

Jun 30, 26

-368

DELTA CAPITAL MANAGEMENT LLC

Jun 30, 26

-13.34K

North Star Investment Management Corp.

Jun 30, 26

-2.99K

Advisory Services Network, LLC

Jun 30, 26

-612

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-8.90K

Gateway Wealth Partners, LLC

Jun 30, 26

-7.44K

MAI Capital Management

Jun 30, 26

-4.99K

Shaker Financial Services, LLC

Jun 30, 26

-93.66K

WOLVERINE ASSET MANAGEMENT LLC

Jun 30, 26

-28.68K

Quantedge Capital Pte Ltd

Jun 30, 26

-6.35K

CWM, LLC

6.42K

Mar 31, 26

0.01%

BROWN, LISLE/CUMMINGS, INC.

4.20K

Mar 31, 26

0.01%

McIlrath & Eck, LLC

2.29K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

1.47K

Mar 31, 26

-535

0.00%

CIBC Private Wealth Group, LLC

3.88K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-819

COMERICA BANK

Dec 31, 25

-1.36K

Bard Financial Services, Inc.

444.96K

Sep 30, 25

-25.84K

0.84%

Priebe Wealth Holdings LLC

7.58K

Jun 30, 25

-1.55K

0.01%

Transform Wealth, LLC

18.44K

Mar 31, 25

0.03%

Sheaff Brock Investment Advisors, LLC

12.19K

Mar 31, 25

-20

0.02%

HTLF Bank

217.70K

Dec 31, 24

-6.00K

0.41%

RAYMOND JAMES & ASSOCIATES

206.44K

Sep 30, 24

-89.97K

0.39%

Raymond James Financial Services Advisors, Inc.

138.78K

Sep 30, 24

-80.27K

0.26%

9258 Wealth Management, LLC

6.73K

Sep 30, 24

-284

0.01%

Carmichael Hill & Associates, Inc.

4.96K

Sep 30, 24

0.01%

RAYMOND JAMES TRUST N.A.

Sep 30, 24

-9.33K

Relative Value Partners Group, LLC

Jun 30, 24

-236.14K

Cetera Advisors LLC

16.87K

Mar 31, 24

+8.65K

0.03%

Retirement Group, LLC

Mar 31, 24

0.00%

DUBUQUE BANK & TRUST CO

249.72K

Sep 30, 23

-9.04K

0.47%

PATHSTONE FAMILY OFFICE, LLC

11.29K

Sep 30, 23

0.02%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

9.62K

Sep 30, 23

0.02%

TIAA, FSB

22.77K

Jun 30, 23

0.04%

BDO Wealth Advisors, LLC

Jun 30, 23

-125

GOFEN & GLOSSBERG LLC /IL/

8.83K

Dec 31, 22

0.02%

Laurel Wealth Advisors, Inc.

Dec 31, 22

-9.18K

FourThought Financial, LLC

9.64K

Sep 30, 22

-1.18K

0.02%

American Portfolios Advisors

300

Sep 30, 22

0.00%

STRATEGIC CAPITAL ADVISERS, INC.

22.64K

Jun 30, 22

+98

0.04%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

537.67K

Mar 31, 22

-59.64K

1.01%

Barrett Asset Management, LLC

5.06K

Mar 31, 22

-1.00K

0.01%

NEXT Financial Group, Inc

1.73K

Dec 31, 21

-1.45K

0.00%

CORNERSTONE ADVISORS INC

Dec 31, 21

Winslow, Evans & Crocker, Inc.

4.39K

Dec 31, 20

+50

0.01%

Cornerstone Advisors, Inc.

823

Sep 30, 20

0.00%

Advisor Group, Inc.

14.93K

Dec 31, 19

+3.44K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

13.11K

Dec 31, 19

+661

0.02%

Guidant Wealth Advisors

2.60K

Sep 30, 19

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

Mar 31, 19

+40

0.00%

Signature Financial Management, Inc.

86.11K

Dec 31, 18

0.16%

Vantage Investment Advisors, LLC

129

Sep 30, 18

0.00%

SII INVESTMENTS INC/WI

Dec 31, 17

-17.56K

Commonwealth Equity Services, Inc

63.41K

Jun 30, 17

+3.49K

0.12%

BlackRock Investment Management, LLC

1.00K

Dec 31, 16

+1.00K

0.00%

MSI Financial Services Inc

560

Dec 31, 16

-1

0.00%

Gupta Wealth Management LLC

276

Mar 31, 16

+276

0.00%

SOUTH GEORGIA CAPITAL, LLC

200

Sep 30, 15

0.00%

Relative Value Partners, LLC

1.95M

Mar 31, 15

+26.64K

3.66%

STANCORP INVESTMENT ADVISERS INC

4.70K

Mar 31, 15

+4.70K

0.01%

Mariner Wealth Advisors-NYC, LLC

570

Mar 31, 15

+570

0.00%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

0.00%

UBS AG

57.67K

Sep 30, 14

+6.34K

0.11%

COMMUNITY BANK SYSTEM, INC.

8.00K

Sep 30, 14

0.02%

1919 Investment Counsel, LLC

Sep 30, 14

-837

RBC Dominion Securities Inc.

12.06K

Dec 31, 08

+12.06K

0.02%

RBC Capital Markets, LLC

1.00K

Mar 31, 01

+1.00K

0.00%